The McCombs BBA degree or an economics degree (BEOP) with the Wealth Management Minor will equip students with the perspectives, conceptual knowledge and analytical skills necessary to participate successfully in myriad aspects of the Wealth Management industry, including offering financial planning services to individual and institutional investors. The Wealth Management Minor supplements core courses taken by all business and economics (BEOP) majors. Wealth Management students complete additional coursework in financial and managerial accounting, statistics, and economics as part of their BBA and BEOP curricula.
Students who like working with numbers and people to create and sustain financial plans are ideal candidates for the minor in wealth management.
If you plan to graduate under the 2020 – 2022 Catalog or later, the Wealth Management Minor is for you. The minor is open to all undergraduate students in the Business School and economics majors who are in the Business Economics Option Program (BEOP). The minor is designed to help students prepare for participation in the Certified Financial Planner (CFP) certification program.
Info Sessions & Deadlines
Please join us for an upcoming information session:
10/19/2021 - Tuesday, 5-6 pm / CBA 6.420
10/20/2021 - Wednesday, 5-6 pm
10/21/2021 - Thursday, 5-6 pm / CBA 6.420
Spring semester: October 15; January 5
Summer and Fall semesters: April 10; August 15